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Coca-Cola
KO

Overview Fund Activity

2,229 hedge funds and large institutions have $130B invested in Coca-Cola in 2020 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 919 increasing their positions, 898 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,229
Holders Change
-63
Holders Change %
-2.75%
% of All Funds
49.24%
Holding in Top 10
103
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.98%
% of All Funds
2.28%
New
141
Increased
919
Reduced
898
Closed
174
Calls
$1.25B
Puts
$1.13B
Net Calls
+$118M
Net Calls Change
+$60.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$456M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$434M
4
Charles Schwab
Charles Schwab
California
+$331M
5
GQG Partners
GQG Partners
Florida
+$264M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.24B
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$909M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$650M
4
Lazard Asset Management
Lazard Asset Management
New York
-$507M
5
FCCM
First City Capital Management
Georgia
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
QOP
1676
Quinn Opportunity Partners
Virginia
$443K +$443K +10,000 New
SM
1677
SG3 Management
Puerto Rico
$443K +$443K +10,000 New
XM
1678
XTX Markets
New York
$443K +$443K +10,019 New
QC
1679
Quadrature Capital
United Kingdom
$442K +$442K +10,000 New
WFG
1680
Wills Financial Group
Virginia
$441K -$9.15K -207 -2%
MIP
1681
Marietta Investment Partners
Wisconsin
$439K -$13.3K -300 -3%
SPI
1682
Santori & Peters Inc
Pennsylvania
$439K +$3.05K +69 +0.7%
MFG
1683
Merit Financial Group
Georgia
$438K +$22.1K +500 +5%
KWMG
1684
King Wealth Management Group
Florida
$437K +$40K +904 +10%
RWA
1685
Redhawk Wealth Advisors
Minnesota
$436K +$436K +9,864 New
CST
1686
Charles Schwab Trust
Nevada
$434K -$142K -3,203 -25%
DAM
1687
Doheny Asset Management
California
$434K – – –
GA
1688
GFS Advisors
Texas
$431K -$1.05M -23,700 -71%
BWP
1689
Bernardo Wealth Planning
Pennsylvania
$431K +$82.5K +1,865 +24%
AIA
1690
Angeles Investment Advisors
California
$431K +$90.4K +1,942 +27%
AI
1691
Accredited Investors
Minnesota
$431K +$97.4K +2,200 +29%
NEPPG
1692
New England Professional Planning Group
Rhode Island
$427K – – –
PGWM
1693
Parisi Gray Wealth Management
New Jersey
$426K -$11.3K -256 -3%
CBB
1694
Citizens Business Bank
California
$426K +$3.28K +74 +0.8%
FCFC
1695
First Commonwealth Financial Corp
Pennsylvania
$425K +$425K +9,611 New
WQ
1696
Wealth Quarterback
New Jersey
$424K -$621K -12,359 -59%
ACM
1697
Anfield Capital Management
California
$424K +$7.04K +159 +2%
P
1698
&Partners
Tennessee
$422K +$422K +9,535 New
ACM
1699
Advisors Capital Management
New Jersey
$421K +$95.5K +2,160 +29%
HWA
1700
Heartwood Wealth Advisors
Virginia
$420K -$8.84K -200 -2%
66 67
68
69 70